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Otter Tail (OTTR) Institutional Ownership

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$79.59 -0.24 (-0.30%)
Closing price 06/11/2025 04:00 PM Eastern
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$79.59 0.00 (0.00%)
As of 04:00 AM Eastern
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Institutional Ownership Changes (13F Filings) for Otter Tail (NASDAQ:OTTR)

Current
Institutional Ownership
Percentage
61.32%
Number of
Institutional Buyers
(last 12 months)
192
Total
Institutional Inflows
(last 12 months)
$245.91M
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$129.69M
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OTTR Institutional Buying and Selling by Quarter

Otter Tail Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025 Rhumbline Advisers108,160$8.69M0.0%-0.5%0.258%
5/28/2025 Strs Ohio2,100$169K0.0%N/A0.005%
5/20/2025 Intech Investment Management LLC18,905$1.52M0.0%+12.3%0.045%
5/20/2025 Focus Partners Wealth8,035$646K0.0%N/A0.019%
5/19/2025 Jane Street Group LLC54,112$4.35M0.0%+190.8%0.129%
5/16/2025 United Services Automobile Association2,765$223K0.0%N/A0.007%
5/16/2025 Goldman Sachs Group Inc.231,025$18.57M0.0%-9.4%0.551%
5/16/2025 Dynamic Technology Lab Private Ltd9,880$794K0.1%+111.5%0.024%
5/16/2025 NewEdge Advisors LLC21,502$1.73M0.0%+25.1%0.051%
5/16/2025 Millennium Management LLC310,207$24.93M0.0%-24.6%0.740%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.24,611$1.98M0.0%+4.5%0.059%
5/16/2025 AQR Capital Management LLC22,709$1.83M0.0%+26.9%0.054%
5/16/2025 Advisors Asset Management Inc.12,230$983K0.0%-6.2%0.029%
5/16/2025 Adage Capital Partners GP L.L.C.220,000$17.68M0.0%N/A0.525%
5/15/2025 First Manhattan CO. LLC.41,930$3.37M0.0%-3.4%0.100%
5/15/2025 Royal Bank of Canada116,479$9.36M0.0%+2.5%0.278%
5/15/2025 Baird Financial Group Inc.4,657$374K0.0%-28.4%0.011%
5/15/2025 Vident Advisory LLC8,316$668K0.0%-74.1%0.020%
5/15/2025 Trexquant Investment LP85,388$6.86M0.1%-13.8%0.204%
5/14/2025 CreativeOne Wealth LLC2,986$240K0.0%N/A0.007%
5/14/2025 Gamco Investors INC. ET AL273,192$21.96M0.2%-0.2%0.652%
5/14/2025 Gabelli Funds LLC470,700$37.83M0.3%-0.4%1.123%
5/14/2025 Caisse DE Depot ET Placement DU Quebec406,321$32.66M0.1%+82.2%0.970%
5/14/2025 Corebridge Financial Inc.21,616$1.74M0.0%-1.9%0.052%
5/14/2025 Comerica Bank23,420$1.88M0.0%-1.7%0.056%
5/14/2025 MetLife Investment Management LLC23,951$1.93M0.0%-3.9%0.057%
5/14/2025 Hotchkis & Wiley Capital Management LLC118,245$9.50M0.0%-31.1%0.282%
5/14/2025 Northwestern Mutual Wealth Management Co.661$53K0.0%-57.0%0.002%
5/14/2025 AlphaQuest LLC8,245$663K0.1%-23.3%0.020%
5/14/2025 Martingale Asset Management L P33,263$2.67M0.1%-12.0%0.079%
5/14/2025 Hsbc Holdings PLC5,954$482K0.0%-38.8%0.014%
5/14/2025 Fuller & Thaler Asset Management Inc.144,489$11.61M0.0%-6.5%0.345%
5/14/2025 Quantbot Technologies LP31,827$2.56M0.1%+46.7%0.076%
5/13/2025 Northern Trust Corp495,050$39.79M0.0%-9.3%1.181%
5/13/2025 Compass Financial Group INC SD2,634$212K0.0%N/A0.006%
5/13/2025 Raymond James Financial Inc.36,957$2.97M0.0%+2.1%0.088%
5/13/2025 Cresset Asset Management LLC2,540$204K0.0%N/A0.006%
5/13/2025 Brandywine Global Investment Management LLC27,479$2.21M0.0%-3.9%0.066%
5/13/2025 Russell Investments Group Ltd.15,848$1.27M0.0%-10.9%0.038%
5/13/2025 HighTower Advisors LLC5,599$450K0.0%+7.7%0.013%
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5/12/2025 Public Sector Pension Investment Board132,669$10.66M0.0%+27.3%0.317%
5/12/2025 Financial Engines Advisors L.L.C.22,881$1.84M0.0%+1.1%0.055%
5/12/2025 Independent Advisor Alliance4,235$340K0.0%N/A0.010%
5/12/2025 Nuveen LLC164,446$13.22M0.0%N/A0.392%
5/12/2025 Aigen Investment Management LP6,142$494K0.1%N/A0.015%
5/12/2025 Entropy Technologies LP9,150$735K0.1%-7.1%0.022%
5/12/2025 Invesco Ltd.319,907$25.71M0.0%+9.8%0.763%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.43,470$3.49M0.0%+87.7%0.104%
5/12/2025 Cynosure Group LLC4,306$346K0.0%+15.1%0.010%
5/12/2025 Swiss National Bank73,000$5.87M0.0%-1.4%0.174%
5/12/2025 Maryland State Retirement & Pension System12,166$978K0.0%-13.2%0.029%
5/9/2025 Mutual of America Capital Management LLC6,091$490K0.0%-3.9%0.015%
5/9/2025 Deutsche Bank AG35,962$2.89M0.0%-3.7%0.086%
5/9/2025 Charles Schwab Investment Management Inc.551,338$44.31M0.0%+2.8%1.317%
5/9/2025 Vanguard Group Inc.5,173,233$415.77M0.0%-1.9%12.355%
5/9/2025 Costello Asset Management INC822$66K0.0%N/A0.002%
5/9/2025 New Age Alpha Advisors LLC5,315$427K0.0%+318.8%0.013%
5/9/2025 Phocas Financial Corp.95,905$7.71M1.2%-5.5%0.229%
5/9/2025 PNC Financial Services Group Inc.5,011$403K0.0%+20.8%0.012%
5/8/2025Jefferies Financial Group Inc.20,100$1.62M0.0%-50.5%0.048%
5/8/2025 Foster & Motley Inc.9,198$739K0.0%-2.9%0.022%
5/8/2025 Natixis Advisors LLC10,596$852K0.0%N/A0.025%
5/8/2025 NorthRock Partners LLC8,304$667K0.0%-1.9%0.020%
5/8/2025 Vestcor Inc2,969$239K0.0%-29.1%0.007%
5/8/2025 Harvest Fund Management Co. Ltd1,810$145K0.0%N/A0.004%
5/8/2025 Federated Hermes Inc.181,440$14.58M0.0%-0.1%0.433%
5/7/2025 MJT & Associates Financial Advisory Group Inc.420$34K0.0%N/A0.001%
5/7/2025 Mackenzie Financial Corp4,643$373K0.0%-22.1%0.011%
5/7/2025 LPL Financial LLC60,575$4.87M0.0%+1.2%0.145%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 10,600$852K0.0%+6.9%0.025%
5/6/2025 Cetera Investment Advisers10,856$873K0.0%+125.0%0.026%
5/6/2025 Avantax Advisory Services Inc.6,964$560K0.0%+3.4%0.017%
5/6/2025 Royce & Associates LP30,371$2.44M0.0%+6.4%0.073%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH4,390$353K0.0%N/A0.010%
5/5/2025 OneAscent Financial Services LLC48,948$3.98M0.3%+98.3%0.117%
5/5/2025 Kestra Private Wealth Services LLC2,545$205K0.0%N/A0.006%
5/5/2025 Denali Advisors LLC67,959$5.46M0.6%+883.3%0.162%
5/2/2025 Victory Capital Management Inc.117,863$9.47M0.0%+2.3%0.281%
5/2/2025 Whittier Trust Co. of Nevada Inc.45,780$3.68M0.1%+4.4%0.109%
5/2/2025 Whittier Trust Co.86,407$6.94M0.1%+2.0%0.206%
5/2/2025 Edgestream Partners L.P.26,605$2.14M0.1%-68.1%0.064%
5/1/2025 CWM LLC10,707$861K0.0%-10.6%0.026%
5/1/2025 Louisiana State Employees Retirement System19,700$1.58M0.0%-2.5%0.047%
5/1/2025 New York State Common Retirement Fund64,183$5.16M0.0%+44.6%0.153%
5/1/2025 Mutual of America Capital Management LLC6,091$490K0.0%-3.9%0.015%
5/1/2025 Xponance Inc.3,097$249K0.0%+5.1%0.007%
4/30/2025 Alps Advisors Inc.22,253$1.79M0.0%+5.2%0.053%
4/30/2025 Nisa Investment Advisors LLC1,237$99K0.0%-17.6%0.003%
4/30/2025 Linden Thomas Advisory Services LLC8,509$684K0.1%+12.8%0.020%
4/30/2025 Palisades Investment Partners LLC40,191$3.23M1.6%-0.4%0.096%
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4/29/2025 Envestnet Asset Management Inc.6,661$535K0.0%+28.2%0.016%
4/29/2025 Bank of New York Mellon Corp392,368$31.54M0.0%-3.2%0.937%
4/28/2025 D.A. Davidson & CO.6,161$495K0.0%-11.5%0.015%
4/28/2025 Principal Financial Group Inc.231,561$18.61M0.0%+2.5%0.553%
4/28/2025 Oregon Public Employees Retirement Fund9,523$765K0.0%-3.1%0.023%
4/28/2025 Teacher Retirement System of Texas5,503$442K0.0%-56.6%0.013%
4/28/2025 Vermillion Wealth Management Inc.318$26K0.0%-34.3%0.001%
4/25/2025 Amalgamated Bank11,924$958K0.0%-3.4%0.028%
4/25/2025 Monument Capital Management2,683$216K0.1%N/A0.006%
4/25/2025 Goodman Advisory Group LLC667$54K0.0%N/A0.002%
(Data available from 1/1/2016 forward)

OTTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OTTR shares?

During the previous two years, 322 institutional investors and hedge funds held shares of Otter Tail. The most heavily invested institutionals were BlackRock Inc. ($515.11M), Vanguard Group Inc. ($415.77M), State Street Corp ($124.94M), Geode Capital Management LLC ($73.25M), Dimensional Fund Advisors LP ($71.54M), First Trust Advisors LP ($50.38M), and Charles Schwab Investment Management Inc. ($44.31M).Learn more on OTTR's institutional investors.

What percentage of Otter Tail stock is owned by institutional investors?

61.32% of Otter Tail stock is owned by institutional investors. Learn more on OTTR's institutional investor holdings.

Which institutional investors have been buying Otter Tail stock?

Of the 259 institutional investors that purchased Otter Tail stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($450.09K), Caisse DE Depot ET Placement DU Quebec ($406.32K), Vanguard Group Inc. ($240.80K), Adage Capital Partners GP L.L.C. ($220K), Nuveen LLC ($164.45K), Fuller & Thaler Asset Management Inc. ($132.16K), and Bank & Trust Co ($127.06K).

How much institutional buying is happening at Otter Tail?

Institutional investors have bought a total of 4,816,213 shares in the last 24 months. This purchase volume represents approximately $384.03M in transactions.

Which Otter Tail major shareholders have been selling company stock?

Of the 175 institutional investors that sold Otter Tail stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($495.84K), Envestnet Asset Management Inc. ($252.27K), Gabelli Funds LLC ($230.10K), Millennium Management LLC ($225.11K), LSV Asset Management ($159.72K), First Trust Advisors LP ($133.32K), and Nuveen Asset Management LLC ($118.69K).

How much institutional selling is happening at Otter Tail?

Institutional investors have sold a total of 3,309,142 shares in the last 24 months. This volume of shares sold represents approximately $263.09M in transactions.



This page (NASDAQ:OTTR) was last updated on 6/12/2025 by MarketBeat.com Staff
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